Carolyn Baldwin McHugh

Wells Fargo Cash Accounts — Interest

Hercules Federal Credit Union — Interest

Voya Whole Life — Interest

401(k) #1 (H)

Small Cap Fund (SLLAX) — Int./Div.

Mid-Cap Fund (SEMCX) — Int./Div.

Mid-Cap Fund (SEMCX) — Buy (add'l)

Multi-Asset Income Fund (SIOAX) — Int./Div.

Multi-Asset Income Fund (SIOAX) — Buy (add'l)

Multi-Asset Income Fund (SIOAX) — Buy (add'l)

Core Fixed Income Fund (TRLVX) — Int./Div.

Core Fixed Income Fund (TRLVX) — Buy (add'l)

Core Fixed Income Fund (TRLVX) — Sold (part)

Int'l Equity Fund (SEITX) — Int./Div.

Int'l Equity Fund (SEITX) — Sold (part)

Int'l Equity Fund (SEITX) — Sold (part)

Multi-Asset Inflation Managed Fund (SIFAX) — Int./Div.

S&P 500 Index Fund (SSPIX) — Int./Div.

Large Cap Fund (SLGAX) — Int./Div.

Large Cap Fund (SLGAX) — Sold (part)

Large Cap Fund (SLGAX) — Sold (part)

High Yield Bond (SHYAX) — Int./Div.

High Yield Bond (SHYAX) — Sold (part)

High Yield Bond (SHYAX) — Sold (part)

Multi-Strategy Alt Fun (SMSAX) — Int./Div.

Emerging Mkts Equity Fund (SIEMX) — Int./Div.

Emerging Mkts Equity Fund (SIEMX) — Sold (part)

Multi-Asset Accumulation Fund (SAAAX) — Int./Div.

Emerging Mkts Debt Fund (SITEX) — Int./Div.

Emerging Mkts Debt Fund (SITEX) — Sold (part)

Dynamic Asset Allocation Fund (SDYAX) — Int./Div.

Dynamic Asset Allocation Fund (SDYAX) — Sold (part)

Dynamic Asset Allocation Fund (SDYAX) — Sold (part)

Government Fund (SEOXX) — Int./Div.

Government Fund (SEOXX) — Sold (part)

Government Fund (SEOXX) — Sold (part)

Government Fund (SEOXX) — Buy (add'l)

Government Fund (SEOXX) — Buy (add'l)

US Mgd Volatility Fund (SVOAX) — Int./Div. — Buy

US Mgd Volatility Fund (SVOAX) — Buy (add'l)

Global Mgd Vol Fund (SVTAX) — Int./Div. — Buy

Global Mgd Vol Fund (SVTAX) — Buy (add'l)

Short Duration Govt Fund (TCSGX) — Int./Div. — Buy

Ultra Short Bond Fund (SECPX) — Int./Div. — Buy

Zions Cash Accounts — Interest

JP MORGAN Chase Accounts — Interest

Utah Educational Savings Plan Accounts — None

Health Savings Account — Interest

SF 401(k) #1 - Principal SAM Conservative Growth R3 (USD) (PCGPX) — Int./Div.

SFY 401(k) #2 (H)

Large Cap Fund (SLGAX) — Int./Div.

Large Cap Fund (SLGAX) — Sold (part)

Mid-Cap Fund (SEMCX) — Int./Div.

International Equity Fund (SEITX) — Int./Div.

International Equity Fund (SEITX) — Sold (part)

Small Cap Fund (SLLAX) — Int./Div.

S&P 500 Index Fund (SSPIX) — Int./Div.

US Mgd Volatility Fund (SVOAX) — Int./Div. — Buy

Global Mgd Vol Fund (SVTAX) — Int./Div. — Buy

Core Fixed Income Fund (TRLVX) — Int./Div.

Core Fixed Income Fund (TRLVX) — Sold (part)

Emerging Mkts Equity Fund (SIEMX) — Int./Div.

Emerging Mkts Equity Fund (SIEMX) — Sold (part)

Short Duration Govt Fund (TCSGX) — Int./Div. — Buy

Ultra Short Bond Fund (SECPX) — Int./Div. — Buy

Multi-Strategy Alt Fund (SMSAX) — Int./Div.

High Yield Bond Fund (SHYAX) — Int./Div.

High Yield Bond Fund (SHYAX) — Sold (part)

Emerging Mkts Debt Fund (SITEX) — Int./Div.

Emerging Mkts Debt Fund (SITEX) — Sold (part)

Government Fund (SEOXX) — Int./Div.

Government Fund (SEOXX) — Sold (part)

Multi-Asset Accum Fund (SAAAX) — Int./Div.

Multi-Asset Inflation Managed Fund (SIFAX) — Int./Div.

Dynamic Asset Alloc Fund (SDYAX) — Int./Div.

Dynamic Asset Alloc Fund (SDYAX) — Sold (part)

Multi-Asset Income Fund (SIOAX) — Int./Div.

Multi-Asset Income Fund (SIOAX) — Buy (add'l)

Sentry Fin'l Corpation — None

Sentry Capital Co. — Int./Div.

Sentry Investments — Int./Div.

Sentry Investments II — Int./Div.

Sentry Investments III — Int./Div.

SLC Innovation District I, LLC — Int./Div.

SLC Innovation District II, LLC — Int./Div. — Open

SLC Innovation District III, LLC — Int./Div. — Open

SLC Innovation District IV, LLC — Int./Div. — Open

Liberty Park Pulp LLC — Int./Div.

Agreement — 2005 — State of Utah - Defined Benefit Pension Plan

Spouse's income — 2019 — Sentry Financial Corporation - salary

Per the Committee's 9/1/2021 inquiry, this Amended Report now includes Column C(1) and C(2) for lines 17, 18, 25, 28, 39, 41, 43 and 44. Additionally, as to

LINE 47, Utah Educational Savings Plan-- This line item was inadvertently included in the 2019 Annual Report filed 8/11/2020 and was also included as line 46

of the 2018 Amended Annual Report filed 7/23/2019. However, no funds remained in this Plan after 2017.